New Project and Avoiding Mistakes

Alena Wilson
August 15, 2024

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🚀 Starting a New Project: Estimating 101 🚀
Ready to dive into the estimating process? Let’s get started! 🛠️
1️⃣ Create a New Project: Click on “New Project” at the top of the screen. Don’t forget to rename it to something relevant!
2️⃣ Contractors, Listen Up: Always write your estimate in the carrier profile! This is crucial for accuracy.
3️⃣ No Need for Extras: After renaming, just hit “Create.” No need to fill out anything else on that screen.
4️⃣ Stay Focused: The estimate will open in a new window. Here’s a tip—only have ONE estimate window open at a time. Trust me, having multiple windows open can lead to unwanted changes on the wrong estimate. I’ve been there! 😅
5️⃣ Dashboard Always Open: Keep your dashboard in a separate window to stay organized.
Keep it simple, and you’re on your way to mastering the estimating process! 💪✨ #Estimating101 #ProjectManagement #ContractorTips #StayOrganized
Like what you hear! Check us out at estimatemastery.com.
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Learn more on similar topics on our YouTube Channel: https://www.youtube.com/@EstimateMastery

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